File · Sage J Phoenix

Fractional COO · Business Architect · U.S. Air Force veteran

Operations that rise without you carrying them.

Sage J Phoenix, founder of Aeryon, designs the operations of growing companies and builds the platforms that run them.

people, process, data + AI, results that hold

01 / Proof

The record, in numbers

Recent work first. The track record below shows the same pattern holding across 20+ years.

Recent · 2019 to now

  • 5

    Platforms designed and built from scratch

    CRM, project management, bookkeeping, timekeeping, and a patent and research-submission portal. Aeryon platforms, licensed to DiscoverSTEM, 2024–now.

  • 20+

    Salesforce implementations delivered

    2019–now. The largest: the merger that formed Trellix, a $1B+ technology company.

  • 3 months

    Cut from the Trellix Sales Cloud and support portal timeline

    Planned for 9 months, delivered in 6.

  • 100+

    Students served each week, with a staff of 20

    DiscoverSTEM, 2024–now. Staff and mentors aged 13 to 23.

Track record

  • 98%

    Year-over-year team retention across 300+ coaches

    Chief of Staff, 2011–2016

  • 11x

    Revenue growth

    Chief of Staff, 2011–2016

  • 50+

    New coaches trained

    Growth, 2014–2019

  • 2% to 84%

    Security-clearance compliance in 3 months, for a 160-person squadron

    U.S. Air Force, 2003–2007

  • 2

    Inspector General (IG) inspections rated “Outstanding,” with zero defects

    U.S. Air Force, 2003–2007

Credentials

  • U.S. Air Force officer, 2003–2007
  • MBA, University of Texas at Arlington, 2021
  • M.S. Financial Management, University of Maryland Global Campus
  • 8 Salesforce certifications, all current

02 / Capabilities

Five capabilities, each with its evidence

Each capability is listed with the roles that built it and the results that show it.

Operations architecture

Business Architect · Fractional COO · Chief of Staff

Sage maps how work actually flows, then rebuilds it so it scales without depending on one person.

  • Architects the systems and technology behind the CEO's vision as Chief of Staff at DiscoverSTEM.
  • Business process design and systems implementation since 2019, including at a Salesforce consulting firm.
  • Delivered Sales Cloud and the customer support portal for Trellix in 6 months against a 9-month plan.
  • Ran operations and brand building as Chief of Staff to Melissa McAllister, a nutrition and fitness entrepreneur.

People leadership

Chief of Staff · Mission Crew Commander · Growth coach

Sage builds teams that stay, grow, and perform without constant oversight.

  • Manages, trains, and mentors a staff of 20, aged 13 to 23, serving 100+ students each week at DiscoverSTEM.
  • 98% year-over-year team retention across 300+ coaches as Chief of Staff.
  • Trained 50+ new coaches at Growth.
  • Runs Innovation Day, DiscoverSTEM's largest annual event, for 300+ attendees.

Revenue systems

Fractional COO · Chief of Staff

Sage connects marketing, sales, and follow-up into one pipeline that closes.

  • Built lead-response funnels that delivered at least 1 new closed sale per week for each of Sage's first 3 pilot clients.
  • 11x revenue growth as Chief of Staff, 2011–2016.
  • Delivered 20+ Salesforce implementations since 2019.

AI and automation

Business Architect · Founder of Aeryon

Sage replaces manual handoffs with CRMs, automations, and AI agents a team can run on its own.

  • Designed and built 5 platforms from scratch: CRM, project management, bookkeeping, timekeeping, and a patent and research-submission portal.
  • The CRM replaced a six-figure attempt that had failed, at a fraction of its cost.
  • Automates workflows with n8n and AI agents.
  • Systems architect for IAIRE: designed the IAIRE Member Portal, every connected process, how members move through it, and the system specifications, and designed, built, and wrote the website.
  • Holds 8 Salesforce certifications, all current.

Compliance and risk

Chief of Security, U.S. Air Force

Sage turns compliance from a scramble into a system.

  • Raised security-clearance compliance from 2% to 84% in 3 months for a 160-person squadron.
  • Rated “Outstanding,” with zero defects, on 2 Inspector General (IG) inspections.

Build the team. Build the system. Then make both run on their own.

03 / Engagements

Selected engagements

  1. Innovation education · Chief of Staff · 2024–now

    DiscoverSTEM

    Five platforms that put about 30 people's work in one place

    Situation
    Work lived in WhatsApp, email, and spreadsheets. Follow-ups slipped, and leaders had little visibility. A previous CRM attempt had failed after costing six figures.
    System
    As Chief of Staff, and through Aeryon, Sage designed and built 5 platforms from scratch: a CRM, project management, bookkeeping, timekeeping, and a portal for patent and research submissions. DiscoverSTEM uses them under license.
    Result
    About 30 people now run their work in one place. Timekeeping alone saves admin and payroll 5 to 8 hours a month, and the CRM cost a fraction of the failed attempt.
  2. Technology · $1B+ merger

    Trellix

    Sales Cloud and a support portal, 3 months ahead of plan

    Situation
    McAfee Enterprise and FireEye merged to form Trellix, a $1B+ technology company. The combined company needed Sales Cloud and a customer support portal.
    System
    The largest of Sage's 20+ Salesforce implementations: Sales Cloud and a portal where customers submit and track support requests.
    Result
    Planned for 9 months and delivered in 6, which cut 3 months from the timeline.
  3. Coaching · 2014–2019

    Growth

    From early coach to the playbook 50+ coaches learned from

    Situation
    Growth, a high-performance coaching company founded by Brendon Burchard, was building its first team of coaches.
    System
    As one of its first coaches, Sage coached executives and entrepreneurs, documented the best practices future coaches trained on, and became a Certified High Performance Coach.
    Result
    50+ new coaches trained on that playbook.
  4. Health and wellness · 2011–2016

    Melissa McAllister

    Running the business behind a nutrition and fitness brand

    Situation
    Melissa McAllister, a nutrition and fitness entrepreneur, was growing a coaching brand and a team of 300+ coaches.
    System
    As Chief of Staff, Sage ran operations and brand building for the business.
    Result
    Revenue grew 11x, and year-over-year team retention held at 98%.

04 / Experience

20+ years, one through-line

Every role came back to the same work: build the team, build the system, then make both run on their own.

  1. 2024–now

    Chief of Staff, DiscoverSTEM

    Supports the CEO and the remote operations team, runs local operations and staff, and architects the systems behind the CEO's vision. DiscoverSTEM serves 100+ students each week.

  2. 2019–now

    Fractional COO and Business Architect

    Business process design, systems implementation, AI automation, and revenue funnels, including 20+ Salesforce implementations and the merger that formed Trellix. Engagements run through Aeryon, the firm Sage founded, which also builds and licenses platforms.

  3. 2014–2019

    Certified High Performance Coach, Growth

    One of the first coaches at Growth, founded by Brendon Burchard. Coached executives and entrepreneurs, documented the best practices future coaches trained on, and trained 50+ new coaches.

  4. 2011–2016

    Chief of Staff to Melissa McAllister

    Ran operations and brand building for a nutrition and fitness entrepreneur, with 98% year-over-year team retention across 300+ coaches and 11x revenue growth.

  5. 2003–2007

    U.S. Air Force officer

    Electronic Warfare Officer, Mission Crew Commander, and Chief of Security. Raised a 160-person squadron's security-clearance compliance from 2% to 84% in 3 months.

05 / For hiring teams

For hiring teams

Sage is open to full-time operations and people leadership roles. Boards and recruiters can request a current résumé here.

Résumé requests through this form open soon. Until then, request one by email: chief@aeryon.global

Request a résumé

06 / Contact

Set down what you've been carrying.

One conversation to find the part of the business that still depends on you.

Known as “Chief” since the U.S. Air Force.